EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION (EIN 13-3042360)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202423099349100077
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T10:26:24-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133042360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EMILY DAVIE AND JOSEPH S KORNFELD | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMIL | BusinessNameControlTxt |
| Phone | 2123362266 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO PBWT LLP 1133 6TH AVE 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100366710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER C ANGELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123362266 | PhoneNum |
| Signature | 2024-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2024-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,912,437 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $36,784 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,784 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $442,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $442,659 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,424,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,264,898 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,424,805 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,216 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,216 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,914,464 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,914,464 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $244,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $244,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,389 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,389 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $724 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $724 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,524 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,524 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $119,610 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,725 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,885 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,055 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $55 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,264 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,264 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $450,566 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $320,786 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,410,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,410,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,860,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,730,786 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $53,898 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,796,684 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,503,825 | CashBOYAmt |
| Cash EOY | $156,441 | CashEOYAmt |
| Cash EOYFMV | $156,441 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $327,030 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,115,481 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,115,481 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,214,376 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $22,952,849 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,780,056 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,640,515 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,998,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,051,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,912,437 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $25,998,080 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,051,978 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,998,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,051,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,998,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,051,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,998,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $53,898 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,051,978 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,051,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,062,395 | $2,840,093 | $1,222,302 | $1,222,302 | |
| CAPITAL GAINS DIVIDENDS | $202,503 | $202,503 | $202,503 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,424,805 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,974 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,974 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,974 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,313 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,313 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,339 | OverpaymentAmt |
| Applied To ES Tax | $5,339 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PBWT LLP ATTN RIMMA GOLUB | IndividualWithBooksNm |
| Phone | 2123362266 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 6TH AVE NO 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100366710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER C ANGELL | ||||||||
| C/O PBWT 1133 6TH AVE NO 2200 | NEW YORK | NY | 100366710 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| EMME L DELAND | ||||||||
| C/O PBWT 1133 6TH AVE NO 2200 | NEW YORK | NY | 100366710 | DIRECTOR, VICE PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| BARRY H SMITH | ||||||||
| C/O PBWT 1133 6TH AVE NO 2200 | NEW YORK | NY | 100366710 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| KATY L CLARK | ||||||||
| C/O PBWT 1133 6TH AVE NO 2200 | NEW YORK | NY | 100366710 | EXECUTIVE DIRECTOR | 40.00 | $244,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHSTONE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 FEDERAL ST 8TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $83,143 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,590,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,096,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,687,304 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,687,304 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $430,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,256,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,412,850 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,412,850 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,974 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,974 | TotalTaxAmt |
| Distributable Before Adj | $1,387,876 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,387,876 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,387,876 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,730,786 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,730,786 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,387,876 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,768 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $98,081 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $150,082 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $259,931 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,730,786 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,387,876 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $342,910 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $602,841 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $11,768 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $591,073 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $98,081 | ExcessFromYear3Amt |
| Excess From Year1 | $150,082 | ExcessFromYear1Amt |
| Excess From Current Year | $342,910 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE EMILY DAVIE AND JOSEPH S KORNFE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PBWT LLP 1133 6TH AVE SUITE | AddressLine1Txt |
| Address Line2 | 2200 | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100366710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7186247969 | RecipientPhoneNum |
| Recipient Email Address | OFFICE@KORNFELDFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE REFER TO THE FOUNDATION'S WEBSITE HTTP://KORNFELDFDN.ORG/ FOR DETAILS. ALL APPLICATIONS AND ALL CORRESPONDENCE SHOULD BE SUBMITTED ELECTRONICALLY TO KATY CLARK, EXECUTIVE DIRECTOR, AT OFFICE@KORNFELDFDN.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION ACCEPTS APPLICATIONS ON A CONTINUOUS BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE REFER TO THE FOUNDATION'S WEBSITE HTTP://KORNFELDFDN.ORG/ FOR DETAILS. ALL APPLICATIONS AND ALL CORRESPONDENCE SHOULD BE SUBMITTED ELECTRONICALLY TO KATY CLARK, EXECUTIVE DIRECTOR, AT OFFICE@KORNFELDFDN.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARAB-AMERICAN FAMILY SUPPORT CENTER INC | |||||||
| 150 COURT STREET 3RD FLOOR | BROOKLYN | NY | 112016274 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| ARTSCONNECTION | |||||||
| 45 WEST 34TH STREET SUITE 1210 | NEW YORK | NY | 100013120 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| BROOKLYN ACADEMY OF MUSIC INC | |||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 112171486 | N/A | PC | BROOKLYN READS AND (RE)CENTERING THEATRE LAUNCH, AND ARTS & JUSTICE | $50,000 |
| BROOKLYN INSTITUTE OF ARTS AND SCIENCES (AKA BROOKLYN MUSEUM) | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 112386052 | N/A | PC | EDUCATION DIVISION PROGRAMS | $60,000 |
| CAMPAIGN LEGAL CENTER INC | |||||||
| 1101 14TH STREET NW SUITE 400 | WASHINGTON | DC | 200055624 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CENTER FOR POPULAR DEMOCRACY | |||||||
| 449 TROUTMAN STREET SUITE A | BROOKLYN | NY | 112372790 | N/A | PC | CENTER FOR POPULAR DEMOCRACY CIVIC ENGAGEMENT AND DEMOCRACY PROGRAM | $50,000 |
| CENTER FOR POPULAR DEMOCRACY | |||||||
| 449 TROUTMAN STREET SUITE A | BROOKLYN | NY | 112372790 | N/A | PC | LOUISE JEFFERSON MAPPING PROJECT | $50,000 |
| DEMOS A NETWORK FOR IDEAS AND ACTION LTD | |||||||
| 80 BROAD STREET 4TH FLOOR | NEW YORK | NY | 100042258 | N/A | PC | INCLUSIVE DEMOCRACY PROJECT | $100,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 100236001 | N/A | PC | YOUNG DANCEMAKERS COMPANY | $30,000 |
| GIRL BE HEARD | |||||||
| 20 JAY STREET SUITE 209 | BROOKLYN | NY | 112018319 | N/A | PC | GIRL EMPOWERMENT PROGRAMS AND PERFORMANCES | $50,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY STREET | NEW YORK | NY | 100024899 | N/A | PC | ABRONS ARTS EDUCATION PROGRAMS | $60,000 |
| INSTITUTE FOR HEALTHCARE IMPROVEMENT | |||||||
| 53 STATE STREET 19TH FLOOR | BOSTON | MA | 021092820 | N/A | PC | SUPPORT FOR TEN TEAMS PROJECT OF INSTITUTE FOR HEALTHCARE IMPROVEMENT | $25,000 |
| MAKE THE ROAD NEW YORK | |||||||
| 9210 ROOSEVELT AVENUE | JACKSON HEIGHTS | NY | 113727942 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| MANHATTAN CLASS COMPANY INC (AKA MCC THEATER) | |||||||
| 511 WEST 52ND STREET | NEW YORK | NY | 100195012 | N/A | PC | MCC THEATER EDUCATION PROGRAMS | $100,000 |
| MARQUIS STUDIOS LTD | |||||||
| 20 JAY STREET SUITE 826 | BROOKLYN | NY | 112018306 | N/A | PC | MARQUIS STUDIOS PARTNERSHIP PROGRAM 2022-24 | $60,000 |
| NEW YORK CITY ARTS IN EDUCATION ROUNDTABLE | |||||||
| PO BOX 2094 | NEW YORK | NY | 101082094 | N/A | PC | ARTS EDUCATOR EMERGENCY RELIEF GRANT | $40,000 |
| NEW YORK FOUNDATION | |||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 100014138 | N/A | PF | YOUTH ORGANIZING AND CULTURE CHANGE FUND (YOCCF) | $250,000 |
| NEW YORK FOUNDATION | |||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 100014138 | N/A | PF | NEIGHBORHOOD FIRST FUND | $75,000 |
| SEVENTH REGIMENT ARMORY CONSERVANCY INC | |||||||
| 643 PARK AVENUE | NEW YORK | NY | 100656122 | N/A | PC | EDUCATION PROGRAMS OF THE PARK AVENUE ARMORY | $40,000 |
| ST LUKE'S CHAMBER ENSEMBLE INC | |||||||
| 450 WEST 37TH STREET SUITE 502 | NEW YORK | NY | 100184016 | N/A | PC | ORCHESTRA OF ST. LUKE'S SOCIAL IMPACT PROGRAMMING FOR 2023/24 AND 2024/25 | $60,000 |
| ST LUKE'S CHAMBER ENSEMBLE INC | |||||||
| 450 WEST 37TH STREET SUITE 502 | NEW YORK | NY | 100184016 | N/A | PC | SUPPORT FOR EDUCATION PROGRAMS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,410,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOKLYN INSTITUTE OF ARTS AND SCIENCES (AKA BROOKLYN MUSEUM) | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 112386052 | N/A | PC | EDUCATION DIVISION AND SOCIAL IMPACT PROGRAMS | $60,000 |
| CENTER FOR POPULAR DEMOCRACY | |||||||
| 449 TROUTMAN STREET SUITE A | BROOKLYN | NY | 112372790 | N/A | PC | CIVIC ENGAGEMENT AND DEMOCRACY PROGRAM | $50,000 |
| DEMOS A NETWORK FOR IDEAS AND ACTION LTD | |||||||
| 80 BROAD STREET 4TH FLOOR | NEW YORK | NY | 100042258 | N/A | PC | INCLUSIVE DEMOCRACY PROJECT | $50,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK WEST | NEW YORK | NY | 100236001 | N/A | PC | YOUNG DANCEMAKERS COMPANY | $30,000 |
| MAKE THE ROAD NEW YORK | |||||||
| 9210 ROOSEVELT AVENUE | JACKSON HEIGHTS | NY | 113727942 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| NEW YORK FOUNDATION | |||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 100014138 | N/A | PF | NEIGHBORHOOD FIRST FUND | $75,000 |
| NEW YORK FOUNDATION | |||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 100014138 | N/A | PF | YOUTH ORGANIZING AND CULTURE CHANGE FUND (YOCCF) | $75,000 |
| ST LUKE'S CHAMBER ENSEMBLE INC | |||||||
| 450 WEST 37TH STREET SUITE 502 | NEW YORK | NY | 100184016 | N/A | PC | ORCHESTRA OF ST. LUKE'S SOCIAL IMPACT PROGRAMMING FOR 2023/24 AND 2024/25 | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $460,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,784 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $442,659 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,216 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,424,805 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,914,464 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,914,464 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION | $21,500 | $0 | $21,500 |
| BOOKKEEPING AND ADMINISTRATION | $14,024 | $0 | $14,024 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK FOUNDATION | ||||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 100014318 | 2023-06-05 | $250,000 | YOUTH ORGANIZING AND CULTURE CHANGE FUND (YOCCF) | $250,000 | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | 05/16/2024 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| NEW YORK FOUNDATION | ||||||||||
| 150 WEST 30TH STREET SUITE 1401 | NEW YORK | NY | 100014318 | 2023-02-23 | $75,000 | NEIGHBORHOOD FIRST FUND | $75,000 | TO OUR KNOWLEDGE THE GRANTEE HAS NOT MADE ANY DIVERSION OF FUNDS. | 05/16/2024 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AB DISCOVERY VALUE FUND (ABYSX) 112,267.565 SHARES | AT COST | $2,343,614 | $2,492,340 |
| AMERICAN BEACON SHAPIRO EQUITY FUND CL Y (SHXYX) 307,239.035 SHARES | AT COST | $4,015,287 | $4,055,555 |
| ARTISAN INTERNATIONAL VALUE FUND (APHKX) 68,922.822 SHARES | AT COST | $2,396,089 | $3,167,693 |
| ARTISIAN INTERNATIONAL SMALL MID-FUND (APHJX) 75,741.311 SHARES | AT COST | $1,545,327 | $1,333,804 |
| BROWN ADVISORY SUSTAINABLE GROWTH FUND (BIAWX) 44,649.357 SHARES | AT COST | $889,985 | $2,107,003 |
| CALVERT ABSOLUTE RETURN BOND FUND (CUBIX) 78,688.878 SHARES | AT COST | $1,177,100 | $1,134,694 |
| DELAWARE EMERGING MARKETS FUND (DEMIX) 55,494.941 SHARES | AT COST | $955,057 | $1,081,041 |
| DODGE & COX INCOME FUND (DODIX) 115,431.702 SHARES | AT COST | $1,575,571 | $1,456,748 |
| DOUBLELINE TOTAL RETURN BOND FUND CL-I (DBLTX) 138,374.030 SHARES | AT COST | $1,456,797 | $1,223,227 |
| ISHARES RUSSELL 1000 ETF (IWB) 11,490.000 SHARES | AT COST | $1,712,705 | $3,013,367 |
| RBC EMERGING MARKETS EQUITY FUND CL I (REEIX) 97,318.865 SHARES | AT COST | $1,039,284 | $1,216,486 |
| SEGALL BRYANT & HAMILL SMALL CAP GROWTH (WISGX) 89,379.600 SHARES | AT COST | $1,700,000 | $1,679,443 |
| VANGUARD SHORT TERM BD INDEX FD ADM (VBIRX) 144,239.327 SHARES | AT COST | $1,510,102 | $1,456,817 |
| VANGUARD SHORT-TERM INVESTMENT GRADE FD (VFSUX) 143,500.356 SHARES | AT COST | $1,529,970 | $1,468,009 |
| WCM FOCUSED INTERNATIONAL GROWTH FUND (WCMIX) 77,077.661 SHARES | AT COST | $933,168 | $1,754,288 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $724 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $724 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $750 | $0 | $750 |
| INSURANCE EXPENSES | $1,083 | $0 | $1,083 |
| OFFICE AND OTHER EXPENSES | $20,056 | $0 | $20,056 |
| PAYROLL PROCESSING FEES | $3,375 | $0 | $3,375 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECURITY LITIGATION PROCEEDS | $45 | $45 | $45 |
| FOREIGN TAXES REFUNDED | $10,171 | $10,171 | $10,171 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PHILANTHROPIC AND GRANTMAKING ADVISORY SERVICES | $1,885 | $0 | $1,885 |
| INVESTMENT MANAGEMENT AND ADVISORY | $117,725 | $117,725 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAID | $12,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $55 | $55 | $0 |